Patient outreach
AI powered patient outreach.
Reach every patient on time and on budget.
Agents call and text an approved list of patients, relay a message or collect information, write the outcome to your EHR, and hand anything unusual to the right person including live transfers.
Clark Street Health — Patient outreach
Annual wellness recall
412 patients · Text, then AI call · Day 3 of 10
- Booked or transferred
- 171
- Replied, other
- 64
- Reached, no reply yet
- 88
- Failed
- 12
PatientContactResponseNext
- Maria T. · AI callAI callWants to book → live transfer to front deskBooked or transferred
- James R. · TextTextReplied: “Can I come in Thursday morning?”Staff reply
Go from list and initiative to hundreds of live calls in minutes.
Annual wellness visit · Steps
5 steps
Start412 patients in this outreach
TextHi [First name], [Practice name] would…
Wait3 days · only if no reply
AI callReach out to [First name] on behalf of…
Wait2 days · only if not reached
Staff handoffEHR triage · ticket if it fails
End · a booking, reply or STOP also ends it
Close care gaps
Annual wellness visit
Text first, then an AI call for anyone who doesn’t reply, then your team.
See this campaign set up liveQuestions practices ask
Does the agent decide who to contact?
No. Your practice approves the list and the exclusions. The agent handles the contact and the follow-through.
How many times does it try?
What if a patient has a clinical question?